“金九”月份,本月初,猪价延续上月末的涨势,价格重心再次重返“10元时代”,不过,随着时间的发展杠杆炒股app,生猪购销呈现“此消彼长”的态势,市场情绪多变,猪价维持震荡,窄幅涨跌调整的走势!具体分析如下:
利空方面:①、在猪肉消费方面,虽然,近期,受学生返校以及节日气氛烘托,下游购销略有改善,但是,相比去年,猪肉销量仍有2%左右的降幅,消费利好支撑有限。尤其是,今年以来,国内牛羊肉价格偏低运行,禽肉、水产、鸡蛋等替代消费品供应充足,猪肉价格上涨,消费意愿减弱。叠加,国内经济大环境影响,居民收支受到限制,居民购买力水平下降,对于饮食结构也有明显的变化,猪肉消费存在“旺季不旺”的压力!

②、生猪供应存在集中出栏的风险!今年二季度,猪价淡季不淡,价格重心显著上移,尤其是,市场对于猪价前景存在一致性判断,养殖端散户、集团猪企标猪认卖意愿不足,压栏增重积极性较高,尤其是,饲料成本价格下降,进一步提升市场压栏增重的心态。同时,二次育肥入场积极性高涨,频繁补栏标猪二育现象增多,这进一步造成生猪产能后置的压力,尤其是,近期,北方天气逐步转凉,猪群食欲提振,上肉节奏加快,适重中大猪中秋前存在集中出栏的压力!
利好因素,一方面,由于生猪产能前期去化,现阶段下标猪供应压力减轻,距离中秋尚有时日,养殖端存在挺价意愿,认卖积极性不高;另一方面,屠企节前有集中备货的需求,消费跟进仍有进一步改善的契机,节日支撑对于猪价有一定利好!
因此,基于市场多空博弈,短期内,生猪价格受养殖端出栏节奏的变化,价格或将呈现频繁涨跌调整的走势!
从市场反馈了解,今日外三元标猪报价略有偏强,北方多地生猪出栏报价走高,但是,从最新反馈了解,养殖端挺价心态再次松动,北方地区,屠企上猪难度逐时下降,市场缺猪压力减轻,叠加,消费跟进尚未出现明显提振的表现,市场看涨心态松动,猪价或有偏弱的压力!
受屠企调价收猪,2024年9月9日,外三元生猪报价徘徊在19.81元/公斤,下跌0.11元,市场呈现南北窄幅偏弱的走势,后市关注集团猪企出栏节奏的变化!
9月9日全国南北各省区生猪价格一览表:
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